en:prep_orderinvoice

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en:prep_orderinvoice [2022/11/07 16:10]
artem
en:prep_orderinvoice [2023/02/03 09:26]
vasily
Line 41: Line 41:
 > The details about billed invoices and the balance amount are available on the company card in the **Finance** section of the client. > The details about billed invoices and the balance amount are available on the company card in the **Finance** section of the client.
 >>{{:ru:prepinvoice_11.png?800|}} >>{{:ru:prepinvoice_11.png?800|}}
 +
 +====== Invoice generation via Prep Center - Clients ======
 +
 +
 +> Click on the **Prep Center** menu item and select **Clients**. Mark the checkbox of the client for whom you need to create the invoice in the system. Then press **Actions on Selected**.
 +>>{{:ru:preorders_1.png?direct&600|}} {{:ru:prepclients_2.png?direct&600|}}
 +
 +----
 +
 +> From the pop-up menu, click Create Order. The system will create a Prep Center order for the selected client.
 +>>{{:ru:preporders_3.png?direct&600|}} {{:ru:preorder_4.png?direct&600|}}
 +
 +----
 +
 +> In the **Order Content** section, press **Add** and add the desired positions to the order. In the **Title** field, enter the titles of services or products to be included in the invoice. Enter the appropriate value in the **Unit Price** field. In the **Qty** field, enter the number of product units or services.
 +>>{{:ru:preorder_5.png?direct&800|}} {{:ru:preorder_6.png?direct&400|}}
 +
 +----
 +
 +> Click **Invoices - Create Invoice** and create the invoice.
 +>>{{:ru:preorder_8.png?direct&800|}}
 +
  
  • en/prep_orderinvoice.txt
  • Last modified: 2023/11/01 17:49
  • by artem